Industry Voice
"We buy quality in a stable market at a cheap price" - Artemis' Edelsten
Partner Insight: How Simon Edelsten, manager of the Artemis Global Select Fund, aims to grow real wealth by investing in high-quality stocks worldwide: companies with strong positions in their markets, excellent balance sheets and sustainable pricing...
Learning from life and death: Ten years of equity income investing
Industry Voice: Key elements of success are admitting to errors, sharing information and asking the right questions. After 10 years at the helm of the UK Equity Income Fund, Chris Murphy shares his lessons learned.
Tech, low productivity & zombie companies - the outlook for UK equities
Industry Voice: Is uncertainty creating a buying opportunity for active managers or is the UK at risk of becoming a zombie nation due to flagging fundamentals?
Should fund managers be looking to trading desk teams for insight into bond markets?
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Mind the GAAP…
Industry Voice: Fidelity's Dan Roberts examines the hidden risks in relying on 'adjusted earnings', arguing that they should not be taken at face value. Dan explains how management teams can sometimes use adjustments to flatter financial performance and...
Three Key Takeaways From PIMCO's Cyclical Outlook: Flatlining at The New Neutral
Industry Voice: Sponsored by PIMCO
Fidelity's Vaid & Khan: 'Why we don't have to answer to 'deal or no deal' when it comes to Brexit on our Extra Income Fund'
Partner Insight: As the Fidelity Extra Income Fund celebrates its 20-year anniversary this year, managers Sajiv Vaid and Peter Khan explore how they are positioning the portfolio for challenging market conditions
UK Equities: The return of activism?
Industry Voice: A market led by the large commodity stocks over the past few years has seen 'revenge of the index', making it difficult for all-cap managers to keep pace. Are we now on the precipice of a reversion of this?
VIDEO: Quilter's support for job sharing
Industry Voice: Sponsored by Quilter
Infographic: The case for small-cap investing
Industry Voice: While sometimes riskier than large cap companies, small caps are also more affordable and may offer better performance.
Emerging markets: What countries to buy now
Industry Voice: After a largely lacklustre 2018, sentiment on the emerging markets has improved since the beginning of the year. Capital flows have recovered as a result. So what's next? Chanchal Samadder and Philippe Baché share their views.
A good start to the year - where next?
Industry Voice: As we move into March, global stocks have enjoyed the best start to the year in almost three decades. Does this bode well for the rest of 2019? History suggests it does. Since 1928, a good January/February has led to a positive calendar...
Understanding the maturity spectrum: Why there is still a place for long-dated bonds in portfolios
Partner Insight: Sajiv Vaid and Kris Atkinson, managers of the £3.4bn Fidelity MoneyBuilder Income Fund, explain why they are taking a defensive approach to investing across the maturity spectrum
Director or dictator?
Industry Voice: Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies
Uncovering the true guardians of the environment
Industry Voice: Pictet Asset Management explains why investing to protect the planet's natural resources requires a deep understanding of industry's ecological footprint.
Sustainability
Industry Voice: Sponsored by RLAM
Cyber wars: the board strikes back
Industry Voice: Sponsored by LGIM
Video: Three Asset Allocation Opportunities for 2019
Industry Voice: Geraldine Sundstrom, PIMCO, highlights three investments that offer the possibility of attractive returns in 2019, including UK banks.
Hunting for returns in a new environment
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
Argentina is keeping reform promise (for a change)
Industry Voice: Sponsored by Eaton Vance
Blackfinch Chief: 'The IHT portfolio services is a 'natural evolution' for us'
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Entrepreneurial spirit lifts Vala's EIS offering
Partner Insight: Vala Capital's Jasper Smith and Paddy Willis have brought together a unique set of entrepreneurial experiences in order to provide new businesses - and investors - with the support they require to succeed
EIS providers: We are not just managing funds; but building up businesses too
Partner Insight: Strong performance and lower fees have propelled the use of EIS strategies by advisers in recent years, and for advisers, investors and providers alike there has been a "paradigm shift in the sector," according to Jack Rose, head of tax-efficient...
Most read
